Kusukela ngoMashi, imakethe ye-PVC iye yehla, amanani entengo asetshenzisiwe, futhi inzuzo enkulu yamabhizinisi ezinqubo ezahlukene inomehluko othile.Izinkampani zamatshe kagesi ziye zagcina ukulahlekelwa okukhulu, futhi inzuzo enkulu yezinkampani ze-ethylene yehlile.Ngaphezu kwalokho, ngenxa yokuncipha kwe-alkalinity kanye nokwenyuka kwe-chlorine ewuketshezi, ibhizinisi elihlanganisiwe le-Shandong Catalogue PVC/Alkaline liye landa ukulahlekelwa.
Kusukela ngoMashi, imakethe ye-PVC iwile.Isidingo semakethe siye sathuthukisa kancane kancane i-logic yemakethe ezinsukwini zokuqala.Ukushintshashintsha kwentengo kukhuphuke kancane.Maphakathi nonyaka, ike yathinteka ekushiseni kobungozi baphesheya kwezilwandle.
Ngokuphathelene nezinto zokusetshenziswa, ngenxa yobuciko obuhlukene, intengo yezinto zokusetshenziswa ezihlukene iyagcwaliseka, futhi izinguquko zezindleko zihlukile.Ngokombono wenzuzo enkulu, ukulahlekelwa kokulahlekelwa emabhizinisini ezinkampani akukashintshi kakhulu, futhi inzuzo enkulu yezinkampani ze-ethylene yehlile.Ngaphezu kwalokho, ngokuncipha kwe-alkali ne-chlorine ewuketshezi, ukulahlekelwa kwebhizinisi eligazingiwe le-PVC/alkali e-Shandong kuye kwanda ukulahlekelwa.Isimo esiqondile simi kanje:
Ukulahlekelwa kokulahlekelwa kwezinkampani ze-PVC
Ngo-Mashi, ukulahlekelwa kokulahlekelwa kwamabhizinisi e-PVC endleleni yamatshe akuzange kushintshe kakhulu.Ukuthatha amabhizinisi e-PVC athengwe abantu bangaphandle bamatshe kagesi e-Shandong njengesibonelo, ukulahlekelwa kwemboni ekuqaleni kwenyanga kwakungaba ngu-857 yuan/ton.Kusukela ngomhlaka-16 Mashi, ukulahlekelwa kwemboni bekucishe kube ngama-yuan angama-819/ton.
Ngakolunye uhlangothi, izici eziyinhloko ezithinta inzuzo enkulu ye-PVC ye-Corporal Method ukuthi intengo yamatshe kagesi yehla kancane kancane, futhi izindleko ze-PVC zaqhubeka nokwehla.Ngakolunye uhlangothi, intengo yamatshe kagesi yehla.Ngakolunye uhlangothi, intengo ye-orchid carbon yehla, izindleko zamatshe kagesi zehla, futhi umsebenzi wokuqala watholakala kancane.Ngakolunye uhlangothi, imboni ye-PVC engezansi ilahlekelwa ukulahlekelwa kanye nezingxabano ngamatshe kagesi.
Esinye isici esithinta inzuzo enkulu ye-PVC yendlela yamatshe ukuthi intengo ye-PVC i-oscillating futhi iyawa.Isizathu sokwehla kwentengo ukuthi izinto eziyisisekelo zokuhlinzekwa kanye nesidingo zisengaphansi kwengcindezi, uhlangothi lokuhlinzeka luphezulu kakhulu, futhi amandla amasha okukhiqiza akhishwe ngokulandelana.Ama-oda aphansi omfula ngokuvamile, futhi uhlu lwe-PVC luhlala luphezulu.Ngakolunye uhlangothi, amanye amabhange aseYurophu naseMelika abhekene nenkinga yokungabi namali, okwenza abatshalizimali bavimbe ingozi, futhi intengo yempahla emelwe uwoyela ongahluziwe yehla.
Ibhizinisi le-PVC elingenise i-VCM lilondoloze ukulahlekelwa okuncane
NgoMashi, izinkampani ezingenisa ama-VCM ziye zagcina ukulahlekelwa okuncane.Ekuqaleni kwenyanga, ukulahlekelwa bekungaba ngu-220 yuan/ton ekuqaleni kwenyanga, futhi ukulahlekelwa bekungaba ngu-260 yuan/ton maphakathi nenyanga.
Ngakolunye uhlangothi, izici eziyinhloko ezithinta inzuzo enkulu yamabhizinisi e-PVC angenisiwe ngakolunye uhlangothi, intengo yokungenisa ye-VCM -ifika ihlala iphezulu, futhi ukucindezela kwezindleko kuphezulu kakhulu.Ngakolunye uhlangothi, intengo ye-PVC ishintshile.
Inzuzo yonke yebhizinisi elithengwe kwamanye amazwe ye-PVC iyehla
Inzuzo yonke yezinkampani ze-PVC ezithengwe i-ethylene ethengwe kwamanye amazwe iye yehla kancane kancane.NgoMashi, ibhizinisi le-PVC elithengwe ngokuthenga kwamanye amazwe lalicishe libe ngamayuan angama-70/ton ekuqaleni kwenyanga.Ngakolunye uhlangothi, isici esiyinhloko sokwehla kwenzuzo enkulu yezinkampani ze-ethylene PVC ziphakeme kakhulu ngakolunye uhlangothi, futhi ngakolunye uhlangothi, intengo yamanani e-PVC iwile.
Ukwenyuka kokulahleka kwendlela ye-alkali/yetshe likagesi i-PVC inyuse ukulahleka
Ukulahleka kwe-PVC endleleni ye-alkali/yetshe likagesi kaShandong kuye kwanda kancane kancane.Ngakolunye uhlangothi, ukulahlekelwa kwe-PVC kwendlela yamatshe kuphakeme.Ngakolunye uhlangothi, intengo ye-chlorine ewuketshezi iphinde yakhuphuka, kodwa ukwehla okuqhubekayo kwentengo ye-alkali ne-alkali kuthinta inzuzo ehlanganisiwe.Ekuqaleni kwenyanga, ukulahlekelwa okuhlanganisiwe kwe-alkali -alkali/PVC kagesi endaweni yaseShandong kwakungaba ngu-13 yuan/ton.Maphakathi nesifunda sase-Shandong, ukulahlekelwa okuhlanganisiwe kwendlela ye-alkaline/yebhethri ye-PVC kwehliswe kwaba cishe ku-300 yuan/ton.
Amashidi ePvc angaphandle epulasitiki
Ngokuzayo, inzuzo yezinkampani ze-PVC izoqhubeka nokuhlukanisa
Esikhathini esilandelayo, intengo yamatshe kagesi yaqhubeka nokwehla endaweni encane, izindleko ze-PVC zendlela yamatshe kagesi zaziphakeme, futhi izinto eziyisisekelo zokunikezwa kwe-PVC nokufunwa kwakuthuthukisiwe okulindelekile.Izindleko zamabhizinisi e-VCM kulindeleke ukuthi zehle.Sekukonke, inzuzo ye-PVC esikhathini esizayo kunzima ukuthuthukisa kakhulu, futhi kusekhona ukungaqiniseki okukhulu ezinkampanini zezinqubo ezahlukene.
Izindlu zase-US ziqala ngoJanuwari zafinyelela kumayunithi ayizigidi eziyi-1.309, zehle ngo-4.5% zisuka kumayunithi ayizigidi eziyi-1.371 ngoDisemba kanye nama-21.4% aphansi kunamayunithi ayizigidi eziyi-1.666 ngoJanuwari 2022, ngokusho kwedatha ye-US Census Bureau.Izindlu eziphethwe ngasese ezigunyazwe izimvume zokwakha ngoJanuwari zifinyelele ezigidini eziyi-1.339, ngaphezudlwana kwezigidi eziyi-1.337 ngoDisemba, kodwa zingama-27.3% zehle kunezigidi eziyi-1.841 ngoJanuwari 2022.
I-US Mortgage Bankers Association nayo yabika ngoFebhuwari ukuthi nakuba izicelo zezindlu zokuthenga izindlu ngoJanuwari zehle ngo-3.5% onyakeni, zinyuke ngo-42% kusukela ngoDisemba.
I-CFO yaseWestlake uSteve Bender uthe ukunyuka kusuka ngoDisemba kukhombisa ukuthi abathengi sebeqiniseka kakhulu ukuthi ukwenyuka kwamanani kuyehla.
Ukunyuka kwesidingo se-PVC kucindezela amanani e-caustic soda
Abaphathi baphinde bathi ukunyuka kwesidingo se-PVC kuzonyusa amanani okukhiqiza, obekucindezela amanani entengo ye-caustic soda njengoba ukunikezwa kukhuphuka.
I-Caustic soda, i-feedstock eyinhloko yezimboni ze-alumina kanye ne-pulp nephepha, iwumphumela wokukhiqizwa kwe-chlorine, okuyisixhumanisi sokuqala ochungechungeni lokukhiqiza lwe-PVC.Ukwandisa okukhiphayo kwe-PVC ukuze kuhlangatshezwane nesidingo esikhulayo kuzonyusa amazinga e-chlor-alkali aphezulu.
UChao uthe izintengo ezimaphakathi ze-caustic soda ngo-2023 zaziphansi zafinyelela ku-2022, yize ukukhuphuka kwesidingo sasekhaya eChina kunganyusa amanani entengo ye-caustic soda.I-China yaxegisa imingcele yayo ehlobene ne-coronavirus ngasekupheleni kuka-2022, kanti isidingo esiphezulu sasekhaya se-caustic soda, i-PVC neminye imikhiqizo ngo-2023 sizokwehlisa ukuthunyelwa kwe-China kwamanye amazwe, kusho abaphathi baseWestlake.
"I-Caustic ilandela ngempela i-GDP," kusho uChao."Uma iChina ibuya, futhi i-India isengenye yezimakethe ezikhulayo eziqinile, silindele ukuthi i-caustic soda ibe ngcono."
Ukuze uthole imininingwane eyengeziwe, sicela uhlole isixhumanisi esilandelayo.
Isikhathi sokuthumela: Apr-01-2023